Financial Gravity Asset Management’s Shinhan Financial Group SHG Stock Holding History

Financial Gravity Asset Management’s Portfolio SHG Stock Details SHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-620	Closed	-$575	–	1001
2021 Q4	$575	Buy	620 +601	+3,163%	+$19.3K	0.01%	463
2021 Q3	$34K	Hold	19	–	–	0.02%	675
2021 Q2	$36K	Sell	19 -1	-5%	-$36	0.01%	670
2021 Q1	$674	Buy	+20	New	+$606	0.01%	369
2020 Q1	–	Sell	-3	Closed	-$38K	–	1335
2019 Q4	$38K	Hold	3	–	–	0.03%	769
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1504
2019 Q2	$0	Sell	3 -1	-25%	-$39	﹤0.01%	1608
2019 Q1	$0	Buy	+4	New	+$150	﹤0.01%	1518
2018 Q3	$0	Hold	9	–	–	﹤0.01%	1588
2018 Q2	$0	Buy	9 +3	+50%	+$128	﹤0.01%	1582
2018 Q1	$0	Buy	+6	New	+$272	﹤0.01%	1487

Other funds holding SHG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Financial Gravity Asset Management's SHG Position: Q1 2022 in Review

Financial Gravity Asset Management sold out of Shinhan Financial Group (SHG) in Q1 2022, closing a stake of 620 shares — an estimated $575 sold.

Financial Gravity Asset Management first reported a position in SHG in Q1 2018 and held it in 11 quarters. The position peaked at $38K in Q4 2019. 141 funds tracked by Wall St. Rank hold SHG as of Q1 2022.

Financial Gravity Asset Management reported no remaining Shinhan Financial Group position as of Q1 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 620 Shinhan Financial Group shares in Q1 2022, an estimated $575.
Financial Gravity Asset Management first reported a position in Shinhan Financial Group in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Shinhan Financial Group position peaked at $38K in Q4 2019.
141 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2022.

Based on Financial Gravity Asset Management's 13F filing for Q1 2022, filed 13 May 2022.